Step-By-Step Guide to Understanding the Reporting Tab
1. Access Applications Menu:
Hover over the navigation bar to the left of the dashboard and select ‘Deals’. In the Deals app, press on the 'Reporting' tab.
2. View New Deals:
The 'New Deals' section displays all your open deals. The number on the left shows the count of these deals, and the number in parentheses displays the total value. To understand when these deals were made, hover over any point on the graph.
3. View Won Deals:
This tab displays all the deals won in the selected period. By hovering over points on the graph, you can see how many deals were won on a particular day.
4. View Lost Deals:
This tab illustrates the deals lost in a chosen period. These are deals where the lead decided they were no longer interested.
5. Switch Between Count and Value:
The Count/Value toggle in the top-right corner allows you to switch between viewing the actual number of deals ('Count') or the total value of the deals ('Value').
6. Change the Date Period:
You can adjust the dates for your analytics by selecting the date range in the top-right corner, which opens up a calendar view. You can quickly select predefined periods or set up a custom period.
7. Understand Deal Stages Over Time:
This section analyses how many deals moved into each stage on a specific date. It is useful for understanding which stages of your pipeline are more successful. You can use the Count/Value toggle to display the data in monetary value instead of counts.
8. View the Leaderboard:
The Leaderboard section displays the performance of the sales reps assigned to the sales pipeline. It shows the number of new deals, deals won, and deals lost for each rep.
Note: The numbers in your leaderboard apply only to the date period designated in your calendar. Sales representatives not assigned to these deals will not appear on the leaderboard.
9. Filter Reporting by User:
If you want to view analytics by a specific user, select the desired team member(s) from the column on the left side of the page. Each section of the reporting page will update accordingly.
10. Filter Reporting by Pipeline:
To view the analytics for a specific sales pipeline, select one from the list within the left column. The reporting page will show analytics for this specific pipeline only.
Note: You can filter reporting by both users and pipelines. To do this, select the desired users and pipeline. Your reporting tab will update to show the specific analytics for the chosen combination.